SBI Equity Savings Regular Growth
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation6.5%
Sharpe Ratio0.14
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic98.77822%
International1.22178%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities23.64%
HDFC Bank LtdFinancial Services9.77%
Reliance Industries LtdEnergy & Infra5.71%
Kotak Mahindra Bank LtdFinancial Services3.84%
TrepsUtilities3.08%
Bharti Telecom LimitedUtilities2.85%
Larsen & Toubro LtdCapital Goods2.47%
7.1% Govt Stock 2034Utilities2.43%
Axis Bank LtdFinancial Services2.39%
ICICI Bank LtdFinancial Services2.38%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.44%
Exit Load0.1
Regulatory & Tax Information
INF200KA1DA4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)